Complete SOP Booklet, Training Guide, Test, and Answer Key for HVAC, Plumbing & Electrical Install Departments

The Install Coordinator SOP is a complete administrative and operations system designed to support your Install Manager and streamline every step of the installation process. This package gives your Install Coordinator a clear, repeatable structure for scheduling installs, confirming deposits, managing customer communication, and ensuring every job is fully prepared before the crew arrives.

This system includes a full SOP booklet, detailed training guide, test, and answer key — equipping your coordinator with the exact workflows needed to keep your install department organized, efficient, and profitable.

What’s Included

• Full SOP Booklet (Word/PDF format)Complete documentation of the Install Coordinator’s duties, workflows, and standards.

• Step-by-Step Training GuideTeaches scheduling, customer communication, payment tracking, and job preparation.

• Install Coordinator TestA structured exam to evaluate understanding and SOP compliance.

• Answer Key for Internal Grading or CertificationGreat for onboarding, performance reviews, and internal training.

You’ll Learn How To

• Enter, schedule, and manage all sold installation jobs

• Confirm deposits and payment terms before locking job dates

• Communicate with customers regarding scheduling, reminders, and preparation

• Coordinate daily with the Install Manager to balance workload and crew assignments

• Ensure permits, paperwork, job details, and staging needs are complete before install

• Track payments, job readiness, and customer satisfaction

• Handle post-install closeout tasks: documentation, photos, model/serial numbers, and final payments

• Maintain accurate CRM notes, schedule updates, and payment status tracking

• Reduce reschedules, delays, and communication issues through proactive coordination

Aligned With

• Install Manager SOP

• Service Manager SOP

• CSR SOP

• Dispatcher SOP

This ensures the install department operates smoothly from sale to completion.

Perfect For

HVAC, plumbing, and electrical company owners, operations managers, and install departments that want:

• Organized install scheduling

• Better deposit and payment control

• Strong customer communication before and after installs

• Smoother coordination between office and field

• Fewer reschedules, fewer delays, and more profitable installation days

The Install Coordinator handles admin, scheduling, deposits, and communication, while the Install Manager focuses on leadership, quality control, and technician performance — creating a streamlined, high-efficiency install department.